Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,371 |
MMA SECURITIES LLC1+ years Service code 27 · EIN 22-3570392 | Advisory (Plan) | $11,064 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,444 | $84,499-55.7% | $125,391-70.1% | $66,949-44.1% |
| Participation rate | 90.7% | 76.4%+14.3pp | 82.4%+8.3pp | 69.8%+20.9pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.41%-572.4pp | 1.57%-1.6pp |
| Employer contribution / active EE | $4,992 | $3,554+40.5% | $4,816+3.7% | $2,545+96.1% |
| Participant deferral / active EE | $8,565 | $6,785+26.2% | $7,448+15.0% | $4,239+102.0% |
| Admin fee / account holder | $100 | $685-85.4% | $10,009-99.0% | $594-83.2% |